-25.1%
NOW vs RKT
-7.1%
-18.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.3% | -9.0% | +9.2% | +2.3% |
| 30D | -27.0% | +30.2% | -57.2% | -31.4% |
| 3M | -19.6% | -8.8% | -10.8% | -18.5% |
| 6M | +17.5% | -0.9% | +18.4% | +15.9% |
| YTD | -33.3% | -29.2% | -4.1% | -30.3% |
| 1Y | -39.8% | -20.1% | -19.8% | -39.2% |
| 3Y | -19.9% | +81.3% | -101.2% | -46.8% |
| All | -25.1% | -7.1% | -18.0% | -37.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RKT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling